Jobs in Canada

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Added 1 month ago
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Quartz
Open Hall, NL
Full-time
We're looking for our first Financial Adviser to help shape how Charlie, our AI advisor, thinks and acts and, ultimately, how financial advice is produced at scale.
Added 19 days ago
AVP, Wealth Planning & Tax Consulting
Raymond James
Calgary, AB · Edmonton, AB · Vancouver, BC · Toronto, ON · Montreal, QC
Full-time
Exceptional integrity, judgement, discretion and professionalism when handling private and confidential client information.
Added 1 month ago
Salesforce AI & Data Cloud Solutions Engineer
AGF Investments
Toronto, ON
Full-time
…proactive insights, reduce routine administration, trigger client and advisor workflows, support next-best-action recommendations, and embed AI into everyday sales…
Added 1 month ago
Manager, Funds Risk Management
Scotiabank
Toronto, ON
Funds Risk Management is responsible for risk management and analysis of Hedge Funds, Pensions Funds, Private Equity and other Investment Funds. As a Manager, you will be a key member of…
Added 20 days ago
Salesforce AI & Data Cloud Solutions Engineer
AGF Management
Toronto, ON
Full-time
…proactive insights, reduce routine administration, trigger client and advisor workflows, support next-best-action recommendations, and embed AI into everyday sales…
Added 1 month ago
Senior Project Manager - Site Investigation and Remediation
Stantec
Dartmouth, NS
Full-time
In this position, you will act as a trusted advisor to public and private sector clients across Atlantic Canada, leveraging existing relationships while helping strengthen Stantec’s profile…
Added 3 months ago
Senior Environmental Professional
Dillon Consulting Limited
Kingston, Ontario
Full-time
…excellent technical and project management skills who builds strong client relationships, you will thrive in our fast-paced and agile…
Added 11 days ago
Health Safety Environment Advisor
MENARD Canada Inc.
Vancouver, BC
$90,000 to $110,000 USD / year
Contract
The HSE Advisor is responsible for supporting Menard Canada Inc. operations throughout British Columbia and Western Canada as required. The position works closely with Branch Managers,…
Added 2 months ago
Tax Consulting Manager
Raymond James
Vancouver, British Columbia · Toronto, Ontario · Montreal, Quebec
Full-time
…effective tax consulting expertise as ongoing support to our Private Client Group financial advisors and their clients at Raymond James Ltd. and Raymond James (USA) Ltd. The position offers…
Added 3 months ago
Senior Environmental Professional
Dillon Consulting Limited
Kingston, Ontario
Full-time
…excellent technical and project management skills who builds strong client relationships, you will thrive in our fast-paced and agile…
Added 4 months ago
Managing Director - Digital Infrastructure, Investment Banking
Agentis Capital Advisors
Vancouver, British Columbia · Toronto, Ontario
Full-time
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and strategic advice to its clients. Agentis acts as a sell-side and…

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Quartz

←

Open Hall, NL, Canada

Job type: Full-time
Apply by: Sep 29, 2026
Posting language: English
Posted: Aug 4, 2026

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Original job description

About Quartz

Quartz is reimagining wealth management through personalised intelligence. It's the first wealth platform that truly learns from you, understands your goals, and helps you make confident, informed decisions all in one secure platform. Get the experience of a personal banker that works with you 24/7, at a fraction of the cost.

About The Role

We're looking for our first Financial Adviser to help shape how Charlie, our AI advisor, thinks and acts and, ultimately, how financial advice is produced at scale.

This is a hybrid role: you'll split your time between training Charlie (defining what good advice looks like, stress-testing its reasoning, codifying edge cases) and speaking directly to customers. The insight from one feeds the other.

You'll also be instrumental in liaising with the FCA, so you'll need the regulatory fluency to help us build in the right direction from day one.

This is not a people management role. It's for someone who excels at first principle thinking, is comfortable pulling apart the established playbooks of private banking, and wants to rebuild them for a software-first world. If you're looking to do meaningful work and you're not driven by a nine to five mentality, you might be just who we're looking for.

What you'll be doing

Training Charlie: defining advice frameworks, reviewing model outputs, curating examples, and codifying judgement calls into something the model can learn from
Speaking to customers directly: running advisory conversations that inform both the product and Charlie's development
Working alongside product, engineering and ML to translate financial advisory logic into product features
Shaping our regulatory posture ahead of targeted support / MiFID permissions with the FCA
Contributing to internal guidelines, playbooks, and the advice quality bar

What you'll need

RQF Level 4 in Financial Planning minimum, AQL listed, and a strong track record of advising clients
3+ years at a top-tier financial adviser and/or private bank (Coutts, Rothschild, Rathbones, Evelyn, Quilter or equivalent)
Strong grasp of UK regulatory frameworks around advice (FCA handbook, suitability, MiFID II)
Evidence of being tech-savvy: comfortable with software tools, data, and ideally prompting / working with LLMs
Self-starter mentality - you can define the problem, not just solve it
Ability to think from first principles rather than defaulting to how things were done at your previous firm
Fluency in English

Nice to have

Experience in a start-up or scale-up (at least have started something as a side project!)
CFA or equivalent qualification
Previous experience training or evaluating AI models
Exposure to fintech, robo-advice, or digital wealth platforms

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More about this job

Responsibilities

The role involves training an AI financial advisor by defining advice frameworks and codifying judgment calls. Additionally, the candidate will conduct direct customer advisory conversations and collaborate with engineering teams to translate financial logic into product features.

Requirements

Candidates must have an RQF Level 4 in Financial Planning, be AQL listed, and possess over 3 years of experience at a top-tier financial adviser or private bank. Proficiency in UK regulatory frameworks and a tech-savvy approach to working with LLMs are essential.

Skills

Financial Planning
Regulatory Compliance
FCA Handbook
MiFID II
AI Model Training
LLM Prompting
First Principles Thinking
Private Banking
Wealth Management
Client Advisory
Product Development
Data Analysis

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
AI Advisor
FCA
MiFID II
RQF Level 4
AQL
LLM
Fintech
Robo-advice
Digital Wealth Platforms
CFA
Private Banking
Suitability
Financial Planning
Software-first

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